The pandemic compelled the organization to pivot its business model, transitioning from a mobile, outdoor gym to an experience-driven video platform tailored for the fitness industry. As part of this transformation, they introduced a token-based currency to enhance user engagement and transactions. The platform provided consumers with an immersive experience, allowing them to express their feelings about classes, interact with fellow members through chat, and enjoy music as if they were physically present with their instructor and other participants in the class.

The organization faced the challenge of attracting fitness instructors and gyms to join their platform to grow their consumer customer base and foster loyalty among instructors, encouraging them to influence others to join. Their goal was to onboard 150 new fitness instructors or gyms within three months. While the client preferred to manage this process through a spreadsheet, the company was already investing in a CRM system that could better support these efforts. However, onboarding proved difficult due to the platform's lack of scalability at the time.

Recess.tv needed to attract fitness instructors/gyms to their platform during the pandemic to empower them (instructors/gyms) to provide an immersive online class experience for their consumer customers.

In its original state, the lead management process was fragmented, with email meeting invites sent through calendars and HubSpot meeting invites often not properly tracked within the system. As a result, crucial lead data was missing or inconsistently logged. In the optimized state, all contacts, customer information, and touchpoints were standardized and tracked within HubSpot. Terminology was updated to align with the client’s operational flow, ensuring a streamlined and effective funnel management process.